RaboResearch - Economic Research

Economic Comment Dutch version

COVID-19 Economic Dashboard

Hard economic data usually comes available at quite some lag. To gauge the economic impact of COVID-19 we look at more timely economic indicators that are readily available. Data on traffic jams, international flights, and restaurant bookings are released sooner and more frequently. This helps us to better monitor the economic situation during the COVID-19 crisis.

Economic Comment

Latin America: F&A sector dynamics in Brazil

Economic activity in Latin America has been slowing down, but there still are pockets of opportunity. One example is the F&A sector in Brazil, which has performed much better than the overall economy.

Economic Comment

Brazil is back to junk

Brazil lost its investment grade with S&P on 9 September. The downgrade underlines Brazil’s enormous fiscal challenges. Political headwinds could further darken the fiscal and economic outlook.

Economic Comment

Wereldeconomisch commentaar: de eurozone op weg naar deflatie? (Dutch)

In de afgelopen weken is de olieprijs fors gedaald. Mocht deze voor langere tijd laag blijven, dan is dit een positieve impuls voor de wereldeconomie. Een neveneffect is dat de kans op tijdelijke deflatie in de eurozone aanzienlijk is toegenomen.

Economic Comment

Mondiale economie kabbelt voort (Dutch)

De groei van de wereldeconomie versnelt langzaam. Zoals verwacht vertragen de economieën in de opkomende markten, geleid door China, en versnellen de economieën in de geïndustrialiseerde wereld. Ondanks het iets vertraagde herstel in de eurozone.